
Maggie PetrilloMaggie PetrilloWealth Advisor
About Maggie
Maggie Petrillo is a Wealth Advisor with J.P. Morgan Wealth Management. As a member of The Carroll Group, Maggie offers white-glove service and bespoke strategies to the teams' discerning group of high-net-worth individuals who seek personalized attention and tailored advice. She delivers innovative opportunities that align with their specific risk tolerance, goals and wealth management objectives.
In Maggie's holistic approach, she begins with a financial 'snapshot' to assess the entirety of each client's scenario. Calm, even-keeled, analytical and detail-oriented, she has a natural ability to break complex topics down into readily understandable terms.
Maggie has a particular background in guiding executives through appropriate planning to address the complexities of equity compensation, tax impacts and trust and estate considerations to help make the most of these sophisticated transactions. She is especially passionate about engaging with women, many of whom are coming into financial independence for the first time. She guides them in growing and preserving their assets, empowering them to live their best lives on their terms as investors, philanthropists and leaders.
Over a seven-year career that began at Morgan Stanley, Maggie has focused her time on the distinctive needs of high-net-worth individuals. She brings the totality of her background to J.P. Morgan, for the benefit of highly driven clients. Maggie attended Saint Joseph's University, where she earned a B.A. in History and put down roots in Philadelphia. She is currently pursuing an advanced designation to expand on her wealth planning skillset. Active in the community, she is a former board member of the Deaf-Hearing Communication Centre. A native of Wilkes Barre, PA, Maggie has strong family ties and enjoys spending time all together in Isle of Palms, SC—especially when her nephew and niece tag along. She has a beloved dog, Charlie, and likes to travel, run, golf and dabble in photography.
Insights

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What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now